Frequently asked questions
Answers to the questions firms and businesses ask us most often.
Do you need special hardware?
No. With us you do not need to buy any extra hardware component. It is the smartphone, the laptop or the tablet you work with. It is purely software.
Do I have to replace Microsoft Copilot entirely if we choose your product?
No, quite the opposite. We have many use cases where Claritalk runs in parallel with Copilot. We are the specialist in everything around client contact before, during and after meetings. We will never offer a SharePoint. We will never develop certain Microsoft packages. The two together are very powerful.
Does Claritalk replace our practice management system or meeting platform?
No. Claritalk replaces neither practice management software nor a meeting platform. It sits as a layer over the systems your firm already uses: it reads what is needed to prepare a conversation, assists during the conversation itself and afterwards writes the approved conclusions back to those systems.
Are you looking at Vectera?
Vectera is a video platform that added transcription later. Your client then gets a link to an environment they do not know, and what is discussed there sits apart from the client file. Claritalk does not ask for that: the conversation stays where it already happens — in Google Meet, Microsoft Teams or Zoom, on the phone, or across the table — and the approved conclusions go back into AdminPulse, Silverfin and FID-Manager. The full feature-by-feature difference is on our comparison page.
Does it also work for in-person meetings?
Yes. Claritalk Desktop runs as an overlay on your own screen, even when you simply project the figures to the client at the office. For digital conversations it works with Teams, Google Meet, Zoom or any other meeting platform your firm uses. You do not need a separate video platform.
What if an employee doesn't follow the suggestions?
Claritalk suggests, you decide. Every task, every report and every time entry passes through an approval before it is sent to your systems.
What happens to our client data?
Claritalk processes client data exclusively for your firm, with a data processing agreement and rights that you configure per user. Request the full security dossier during the demo. More on how your data is processed is in the privacy policy.
How long does it take to get started?
No data migration is required. If you want a straightforward start, you are up and running in a few minutes: create an account and record your first conversation.
Once you set up integrations and approval rules, the lead time depends on the systems involved and what your firm wants to agree upon. We will review this in detail during the demo.
If you prefer a more thorough approach, we will work with your training manager to develop an implementation plan: who starts when, with which client files, and how the rest of the firm follows.
Which systems does Claritalk connect with?
Claritalk connects with AdminPulse, Silverfin, FID-Manager, BrokerCloud, aiGust, Outlook, Microsoft Teams, Google Meet, Zoom and Google Calendar. The marketplace inside the application offers even more integrations, and developers connect via the API and webhooks.
What does Claritalk cost?
Claritalk starts from EUR 12 per user per month with annual payment, with packages for every team and Enterprise priced on request from 25 users. All amounts and the comparison table are on the pricing page.
Where can I find help and documentation?
The knowledge base contains manuals and answers on using Claritalk. Developers find the technical API documentation at apidocs.claritalk.com.
Your question not listed? Email us or book a demo, and we will answer in person.